Datev Unternehmen Online: how to add or edit KOST1 & KOST2
Datev Unternehmen Online (DUO) does currently not support automatic synchronization of custom fields (KOST1 and KOST2) to other systems.
Therefore, you must upload your custom field values into Klippa SpendControl. In this article we explain how you can add and edit KOST1, so that your values in Klippa are up-to-date again. The process is identical for KOST2
Please consult your tax advisor to obtain the full KOST1 and/or KOST2 list.
Note: this action is only possible for a user with the finance role.
Make sure you are logged in to the Klippa Web App as a user with the "Finance" role.
In the left menu, navigate to Buchhaltungsdaten and then KOST. You are now in the overview of your suppliers.
Click the Aktionen button at the top right of the table, then choose Daten importieren.
A new screen will appear where you can upload an XLSX or CSV file. In this screen you can also find various options for importing custom fields. They are explained below:
Update existing data: When this option is set to "No", the rows from the imported file are added to the existing list of KOST1 values. If this option is set to "Yes", new KOST1 values with a new KOST1 code will be added. For all yet existing KOST1 values in Klippa with "code" that is the same a KOST1 code in the import file, the yet existing data in Klippa will be updated. If you want to update the current KOST1 values, set this option to "Yes". Keep in mind that you cannot change the code of the KOST1 values. If you only want to add new KOST1 values, set it to "No".
Skip first row: When this option is set to "Yes", the first row from your file will be ignored. Choose this if your file contains column headings.
Tip: Download the sample file by clicking the Download example sheet button.
Tip: Do you want to make an existing KOST1 values inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the KOST1 values.
Upload the XLSX or CSV file containing your KOST1 values. You do this by clicking the Click here to upload a file button and choosing the document.
Note: The code and name columns are mandatory to fill in. However, we recommend that you fill in all fields of the sample file.
Therefore, you must upload your custom field values into Klippa SpendControl. In this article we explain how you can add and edit KOST1, so that your values in Klippa are up-to-date again. The process is identical for KOST2
Please consult your tax advisor to obtain the full KOST1 and/or KOST2 list.
How to add or edit custom fields in Klippa
Note: this action is only possible for a user with the finance role.
Make sure you are logged in to the Klippa Web App as a user with the "Finance" role.
In the left menu, navigate to Buchhaltungsdaten and then KOST. You are now in the overview of your suppliers.
Click the Aktionen button at the top right of the table, then choose Daten importieren.
A new screen will appear where you can upload an XLSX or CSV file. In this screen you can also find various options for importing custom fields. They are explained below:
Update existing data: When this option is set to "No", the rows from the imported file are added to the existing list of KOST1 values. If this option is set to "Yes", new KOST1 values with a new KOST1 code will be added. For all yet existing KOST1 values in Klippa with "code" that is the same a KOST1 code in the import file, the yet existing data in Klippa will be updated. If you want to update the current KOST1 values, set this option to "Yes". Keep in mind that you cannot change the code of the KOST1 values. If you only want to add new KOST1 values, set it to "No".
Skip first row: When this option is set to "Yes", the first row from your file will be ignored. Choose this if your file contains column headings.
Tip: Download the sample file by clicking the Download example sheet button.
Tip: Do you want to make an existing KOST1 values inactive? Then set Update existing data to "Yes" and set the column "status" in your file to 0 for the KOST1 values.
Upload the XLSX or CSV file containing your KOST1 values. You do this by clicking the Click here to upload a file button and choosing the document.
Note: The code and name columns are mandatory to fill in. However, we recommend that you fill in all fields of the sample file.
Updated on: 17/06/2024
Thank you!